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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,569 | $81,262-79.6% | $155,602-89.4% | $80,911-79.5% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.6%-9.3pp |
| Annual return | 14.80% | 33.34%-18.5pp | 64.81%-50.0pp | 35.63%-20.8pp |
| Employer contribution / active EE | $1,302 | $3,102-58.0% | $4,675-72.1% | $2,756-52.7% |
| Participant deferral / active EE | $1,067 | $3,451-69.1% | $5,629-81.1% | $4,297-75.2% |
| Admin fee / account holder | $9,452 | $7,992+18.3% | $15,923-40.6% | $6,935+36.3% |